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Massive Moats

Research on the world’s strongest companies

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Substack
PricingFreemiumPublishesWeekly
Issues60Foundeda year agoLast Issue11 days ago
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Latest Issues

Investment Letter April 2026 | €123,505 (+5.2% YTD)

1. Introduction

Welcome to this fourth investment letter of 2026, where I review the portfolio’s performance and key developments throughout April.

This article does not constitute investment advice (read the full disclaimer here). Thi...

11 days ago
8

Alphabet Q1 2026 Earnings Review

An analysis of Alphabet's progress and future potential

Table of Contents

14 days ago
4
Paid

Netflix Q1 2026 Earnings Review

An analysis of Netflix's progress and future potential

  1. Introduction
a month ago
4
Paid

Investment Letter March 2026 | €114,981 (-2.1% YTD)

Welcome to this third investment letter of 2026, where I review the portfolio’s performance and key developments throughout March.

This article does not constitute investment advice (read the full disclaimer here). This letter can be found...

2 months ago
18
3

Action Capital Markets Day & 3i Group update

On March 26, 2026, Action hosted its 2026 Capital Markets Day (CMD). Alongside 3i Group CEO Simon Borrows, Action’s CEO Hajir Hajji and CFO Joost Sliepenbeek presented the company’s recent performance metrics. They also outlined their strat...

2 months ago
27
1

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